See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,690 | $89,355-46.6% | $141,162-66.2% | $72,985-34.7% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 27.99% | 111.85%-83.9pp | 71.39%-43.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $6,110 | $3,114+96.2% | $4,735+29.0% | $2,440+150.4% |
| Participant deferral / active EE | $5,577 | $5,418+2.9% | $6,709-16.9% | $3,607+54.6% |
| Admin fee / account holder | $447 | $5,958-92.5% | $10,261-95.6% | $5,124-91.3% |